Open Care Connect - Employee Performance Appraisal

Employee Performance Appraisal

HR-EPA-001 | V1.1 | Custodian: Quality & Compliance Manager

This appraisal is a structured, collaborative conversation between a staff member and their manager.

Both parties must sign to confirm the appraisal was completed and discussed. Signing does not require agreement with every rating.

A - Appraisal Details

Staff Member Name

OCC Staff ID

Role / Position Title

Employment Type

Full-Time Part-Time Casual

Appraisal Type

3-Month Probation Review 6-Month Probation Review Annual Performance Review Mid-Year Check-in

Review Period (From / To)

Appraising Manager / Assessor

Date of Appraisal Meeting

Part A - Self-Assessment

What have been your key achievements and contributions during this review period?

What aspects of your role do you find most rewarding? Why?

What challenges or difficulties have you faced, and how did you address them?

What training, support, or resources would help you perform better in your role?

What are your professional goals and aspirations for the next 12 months?

Part B - Core Competency Assessment

Competency	Rating 1-5	Evidence, Examples, and Development Comments
Person-centred practice and active support
NDIS Code of Conduct compliance
Communication - verbal and written
Participant safety, risk awareness, and hazard reporting
Incident identification, documentation, and reporting
Documentation quality, accuracy, and timeliness
Cultural safety and responsiveness
Confidentiality and information management
Teamwork, collaboration, and professional relationships
Reliability, punctuality, and attendance
Initiative and continuous improvement mindset
Compliance with OCC policies, procedures, and standards

Part C - Performance Against Goals From Previous Review

Goal Set in Previous Review	Status	Comments
	Achieved Partial Not started
	Achieved Partial Not started
	Achieved Partial Not started

Part D - Goals For Next Review Period

Part E - Training and Development Plan

Part F - Overall Performance Rating

5 - Outstanding 4 - Exceeds Expectations 3 - Meets Expectations 2 - Below Expectations 1 - Unsatisfactory

Part G - Manager Summary

Overall assessment narrative

Part H - Staff Response

Staff response

Staff Member

Appraising Manager

Senior Manager / CEO (rating 1 or 2 only)

Training Required	Type	Provider / Mode	Priority	Target Date
	Mandatory Development		H M L
	Mandatory Development		H M L